Business Relationship Manager Senior Deepening - Vice President

JPMorganChase; San Bruno (CA); Presencial; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

Retirement savings plan

Comprehensive benefits package

Descripción de la vacante

JPMorganChase is seeking a Business Relationship Manager Senior (BRM Deepening banker) in Business Banking. You will manage a portfolio of large, profitable business clients, focusing on deposits, cash management, and credit opportunities up to ~$15M, delivering high-touch financial guidance and risk-conscious service.

You will build strong relationships through in-person/virtual meetings, leverage referrals, and coordinate with Branch, Wealth Management, and Private Bank to tailor solutions to

Formación

• 5+ years in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting.
• Demonstrated ability to anticipate client issues and follow through on commitments.
• Excellent relationship-building, communication skills, and ability to influence others.

Responsabilidades

• Manage, retain and deepen a portfolio of 80–100 business clients with revenue >$5M; support credit deals up to ~$15M.
• Deliver customized business banking solutions to meet clients' financial needs.
• Identify and promote solutions using knowledge of finance, banking, and risk management.
• Regularly conduct in-person/virtual calls to cultivate long-term primary banking relationships.
• Coordinate with Branch, Wealth Management and Private Bank for personal financial solutions.
• Onboard clients with treasury products and ensure end-to-end delivery of accounts and services.

Conocimientos

Business Banking

Relationship Building

Credit Underwriting

Risk Management

Communication

Financial Advice

Educación

Finance degree

Herramientas

Microsoft Office

Outlook

Excel

Word

PowerPoint

Descripción del empleo

Job Description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

Job Description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately ~$15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities, And Skills

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred Qualifications, Capabilities, And Skills

• Bachelor's degree in Finance or related field, or equivalent work experience
• Minimum of 3 years' managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.